HB Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

HB Wealth Management’s Portfolio DLS Stock Details DLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.52M	Buy	+17,413	New	+$1.52M	0.01%	647

Other funds holding DLS

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return

Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

HB Wealth Management's DLS Position: Q3 2026 in Review

HB Wealth Management opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2026: 17,413 shares worth $1.52M. The stake represents 0.01% of the portfolio and ranks #647 among its holdings.

51 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

HB Wealth Management held 17,413 shares of WisdomTree International SmallCap Dividend Fund worth $1.52M as of Q3 2026.
WisdomTree International SmallCap Dividend Fund was a new HB Wealth Management position in Q3 2026.
WisdomTree International SmallCap Dividend Fund made up 0.01% of HB Wealth Management's portfolio in Q3 2026, its #647 holding.
51 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.